Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.5B
AUM Growth
+$1.41B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,407
New
Increased
Reduced
Closed

Top Buys

1
+$35.6M
2
+$29.2M
3
+$24.7M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$21.8M
5
BND icon
Vanguard Total Bond Market
BND
+$20.7M

Top Sells

1
+$58.2M
2
+$33M
3
+$24.3M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$19.5M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$14.3M

Sector Composition

1 Technology 6.32%
2 Financials 4.92%
3 Healthcare 4.22%
4 Consumer Discretionary 3.74%
5 Industrials 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$715K 0.01%
24,030
+11,476
1252
$714K 0.01%
8,018
+980
1253
$709K 0.01%
15,487
+701
1254
$709K 0.01%
10,600
-1,443
1255
$709K 0.01%
12,832
+8
1256
$707K 0.01%
54,865
-327
1257
$707K 0.01%
+49,043
1258
$706K 0.01%
25,153
+2,108
1259
$706K 0.01%
27,660
-830
1260
$704K 0.01%
31,131
-25,926
1261
$702K 0.01%
29,197
-6,360
1262
$700K 0.01%
47,790
-6,291
1263
$700K 0.01%
8,407
+2,773
1264
$698K 0.01%
20,834
-4,147
1265
$696K 0.01%
8,410
+481
1266
$696K 0.01%
17,904
-3,472
1267
$693K 0.01%
35,609
+881
1268
$692K 0.01%
13,932
-656
1269
$691K 0.01%
146,496
+18,864
1270
$690K 0.01%
+20,826
1271
$689K 0.01%
+16,890
1272
$689K 0.01%
31,390
-15,281
1273
$687K 0.01%
17,246
-210
1274
$685K 0.01%
+13,847
1275
$684K 0.01%
31,655
-11,571
49 50
51
52 53